Principal Commercial Banking Relationship Manager

Principal Commercial Banking Relationship Manager

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the Commercial Auto National Accounts team as part of the Commercial Bank.

In this role, you will :

Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships

Act as a top subject matter expert to lead highly complex transactions including but not limited to floor plan financing, cash flow lending, real estate lending, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders

Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations

Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

Strategically lead sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications :

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education

Desired Qualifications :

Experience working in the Commercial Auto Dealership segment

Account relationship management experience for clients in Middle Market, Mid-Corp, or CIB segments

Experience leading and participating in syndications

Demonstrated prospecting skills and proven track record of converting prospects into clients

Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management?

Completion of formal credit training program

Demonstrated experience working collaboratively to deliver the organization to clients and prospects

Experience identifying and mitigating risk, ensuring compliance with processes and procedures

Excellent verbal, written, and interpersonal communication skills

Job Expectations :

This position is not eligible for Visa sponsorship

This position offers a hybrid work schedule

Ability to travel 30% of the time

Obtaining and / or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.

Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.

Compliance with state law registration and licensing requirements is mandatory.

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

For specific FINRA qualification exams obtained after 9 / 30 / 2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.